Kagan Cocozza Asset Management SPIB Holdings History
Kagan Cocozza Asset Management's SPDR Portfolio Intermediate Term Corporate Bond ETF Holding Summary
As of 2025-03-31, Kagan Cocozza Asset Management held 241,654.00 shares of SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB), totaling $8.03 Mil. This investment constitutes 6.56% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0.09% of the outstanding SPDR Portfolio Intermediate Term Corporate Bond ETF(SPIB) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 1 purchases of SPIB, at an average price of $33.09, for a total of 241,654.00 shares. Based on historical transaction data and SPIB's current price of $33.41, Kagan Cocozza Asset Management's estimated gain on his SPIB holdings is $78,351.21, reflecting a 0.98% gain to date.
Kagan Cocozza Asset Management SPIB ($33.41) Holding Chart
Kagan Cocozza Asset Management SPIB ($33.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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